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Tag: US Dollar
Putnam Investments: EM outlook bright regardless of US election outcome
As investors weigh the implications of the US election on emerging markets, Putnam Investment’s Brian Freiwald is bullish regardless of the outcome.
Morgan Stanley IM’s CIO cites US fiscal policy as top concern
Morgan Stanley Investment Management chief investment officer Jim Caron is worried about the potential dominance of fiscal policy over monetary policy.
US dollar overvaluation is ‘once in a generation’ opportunity for EM Debt: GMO
The asset manager argues that emerging markets local debt has the best set of conditions they have seen in twenty years.
Investors missed US dollar strength
One of the biggest mistakes of Hui Tai, Hong Kong-based managing director and Asia chief investment strategist at JP Morgan Asset Management, was underestimating the US economy.
BEA Union bond manager wary of rate hikes
With 61% of her fund’s portfolio in China corporate bonds, Pheona Tsang, head of fixed income at BEA Union Investment, is monitoring rising US interest rates and the impact on Asia bonds.
Dollar strength hits EM positions, says UBS Wealth
The strengthening US dollar has resulted in tactical changes to client portfolios, according to Mark Haefele, Zurich-based group managing director and global chief investment officer.
Weakening yuan, stronger dollar, huge concern
The media has given little attention to the increasing global risk posed by China’s weakening currency, according to Mark Smith, partner at UK-based wealth manager Andrews Gwynne.
J Safra Sarasin: EM equities to outperform
Despite a strong US dollar and rising interest rates, emerging markets will be the best performing equity market by year-end, according to Jan Amrit Poser, Bank J Safra Sarasin’s Zurich-based chief strategist and head of sustainability.
Dollar strength bodes well for DM equities
JP Morgan Asset Management and Franklin Templeton believe the US dollar has another 5% upside before calling the end of appreciation, which benefits developed more than emerging markets.
